Role & responsibilities

Handle inbound and assigned outbound calls for loan products such as Personal Loans, Business Loans, and Home Loans

Connect with pre-generated leads only (no lead generation involved) Understand customer requirements and recommend suitable loan products

Explain loan features, eligibility, interest rates, documentation, and end-to-end process clearly

Manage the complete loan sales cycle from customer interaction to loan disbursement

Follow up with customers for documentation and application status

Update and maintain accurate customer records in CRM systems

Achieve assigned sales and conversion targets

Ensure compliance with internal policies and regulatory guidelines

Deliver a high-quality customer experience and build trust with customers

Preferred candidate profile





1 - 3 years of experience in telesales / inside sales with exposure to loan products

- Experience in Fintech / NBFC / Banking is mandatory or highly preferred Hands-on experience in Personal Loan, Business Loan, or Home Loan sales
- Solid communication skills with customer-handling confidence Hindi is mandatory; knowledge of any South Indian language (Telugu / Tamil / Kannada / Malayalam) is an added advantage Target-driven, disciplined, and comfortable working in a performance-oriented environment Familiarity with CRM tools and basic computer skills preferred

📌 Walk-in || Partner Relationship Manager (Bengaluru)
🏢 WeRize
📍 Bengaluru